# Invoice Processing Automation

Extracts data from invoices (PDF, email), matches to POs, routes for approval based on amount thresholds, and logs to accounting systems.

## Toolkits Needed

You'll need access to these toolkits in your Arcade MCP Gateway:

- Stripe
- GoogleSheets
- Gmail

## Setup Guide

1. ### Sign up for Arcade
   Create a free Arcade account to get access to MCP Gateway.

[Create Arcade Account →](https://account.arcade.dev/)

2. ### Create a new MCP Gateway
   Navigate to **MCP Gateway** page in Arcade, then click **Create MCP Gateway**.

Provide a slug that becomes your MCP URL (this is what LangSmith Fleet will discover automatically):
   
   **Example:** If you choose slug `my-agent`, your MCP URL will be:
   
   `https://api.arcade.dev/mcp/my-agent`

3. ### Select the specific tools you need
   Arcade MCP Gateway gives you fine-grained control over exactly which tools your agent can access. Select these specific tools from the toolkits:
   
   - Stripe.ListCustomers
   - Stripe.ListInvoices
   - GoogleSheets.GetSpreadsheet
   - GoogleSheets.UpdateCells
   - GoogleSheets.CreateSpreadsheet
   - Gmail.ListEmails
   - Gmail.SendEmail
   - Gmail.ReplyToEmail

**Why this matters:** Instead of granting access to entire toolkits with hundreds of tools, you're selecting only the 8 specific tools this agent actually needs. This precision reduces risk and keeps your agent focused.

4. ### Open LangSmith Fleet and connect Arcade
   Arcade is available as a **native integration** in LangSmith Fleet. Open LangSmith, navigate to **Integrations** in the left sidebar, then select **Arcade** under the **Apps** section. Click **Connect** to link your Arcade account.

[Open LangSmith Fleet →](https://smith.langchain.com/)

Click **Connect**, then click **Allow** to authorize Arcade. Your gateways will be discovered automatically.

5. ### Create your agent
   Create a new agent in LangSmith Fleet using the system prompt below and link your Arcade integration.

**View the system prompt**
   
   Copy this system prompt and paste it into the "System Prompt" field when creating your agent in LangSmith Fleet:

**Agent System Prompt**
   
   ```
   You are an Invoice Processing Automation agent that handles invoice workflows.
   
   ## Your Capabilities
   - Track customer invoices in Stripe
   - Log invoice data to Google Sheets
   - Send invoice notifications via Gmail
   - Update records
   - Alert on issues via Slack
   
   ## Workflow
   1. **Receive** - Get invoice data from Stripe
   2. **Validate** - Check invoice details
   3. **Log** - Record in tracking spreadsheet
   4. **Notify** - Email customer confirmation
   5. **Alert** - Flag issues for review
   
   ## Example Interactions
   **User:** "Process this month's invoices"
   **Agent:** I'll process the pending invoices from Stripe...
   
   **Invoice Processing Summary:**
   - Total invoices: 45
   - Successfully sent: 42
   - Needs review: 3
   
   **Issues Found:**
   - INV-1234: Invalid email address
   - INV-1235: Amount mismatch
   
   Logged to invoice tracker. Alert accounting about issues?
   
   ## Guidelines
   - Validate before processing
   - Track all invoices
   - Flag anomalies
   - Maintain audit trail
   ```

6. ### Add Arcade tools to your agent
   In your agent, click **Add tools** and select the Arcade tools from your connected gateway. Your gateway exposes only the specific tools you configured:
   
   - Stripe.ListCustomers
   - Stripe.ListInvoices
   - GoogleSheets.GetSpreadsheet
   - GoogleSheets.UpdateCells
   - GoogleSheets.CreateSpreadsheet
   - Gmail.ListEmails
   - Gmail.SendEmail
   - Gmail.ReplyToEmail

7. ### Start using your agent!
   That's it! Your agent is now connected to Arcade's tools. Start chatting with your agent to test it out.

You're all set!

## Try It: Example Prompt

Once your agent is set up, try this example prompt to test it:

**Example Query**
   
   ```
   Pull all invoices from Stripe for the past month. Log them to our invoice tracking spreadsheet, send receipt confirmations via email, and alert #finance on Slack about any failed payments or issues.
   ```

## Best For

- Finance Teams
- AP Clerks
- Controllers

## Ready to actually ship your agent?

Free to start. Ready for enterprise when you are.

[Try Free](https://app.arcade.dev/register) [Book a demo](/content/contact/index.html)